Inconsistent ROI on Investing Page

rmikhail
rmikhail Quicken Mac Subscription Member ✭✭

I'm seeing inconsistent ROI % on the Investing screen based on Performance. If I group the investments by account I get an ROI that is higher than if I grouped/sorted by Security (or the other options). The Cost and Market values are the same but the ROI figures (YTD, 1 YR…) are different. I can't figure out why.

Additionally, if I look at Portfolio Value instead of Performance I get a different ROI % altogether, but the good news is it's the same % if I choose to group by Account or Security….

Can anyone help me understand why the discrepancies and which is my "real" ROI?

Thanks

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